半导体涨价不停止，小_老虎社区_美港股上老虎 - 老虎社区

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Madagascar P
07-02

半导体涨价不停止，小米就起不来

港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃

同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。

港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃

# 老虎资讯订阅内容

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href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。</p><p>消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申&#34;买入&#34;评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936ef42a2cccf6cd1007514c82ff1872\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421857d50a6f01bc96d56323a5fcc6da\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。</p><p>消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上&#34;公司价值被严重低估&#34;的表态。此外，湘财证券首次覆盖给予&#34;增持&#34;评级，认为公司处于利润修复阶段。</p><p 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-02 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1625088067\">一、股票期权成交量</h2><p>7月2日，港股上午盘三大指数集体上涨，恒生指数、国企指数均上涨1.19%，恒指重上23000点上方，恒生科技指数涨0.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbd07a10b0fa71080ba710c1a3659c0c\" title=\"\" tg-width=\"966\" tg-height=\"147\"/></p><p>截止午间收盘，港股期权半日成交超53万张，其中，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、泡泡玛特(09992)$期权成交均超6.5万张；<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>期权成交超4.6万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ebb0ca628eec0bd080a70c5d8666a3a\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><h2 id=\"id_1974416233\">二、异动观察</h2><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。</p><p>消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申&#34;买入&#34;评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936ef42a2cccf6cd1007514c82ff1872\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421857d50a6f01bc96d56323a5fcc6da\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。</p><p>消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上&#34;公司价值被严重低估&#34;的表态。此外，湘财证券首次覆盖给予&#34;增持&#34;评级，认为公司处于利润修复阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0c6c5aa94d147b8bfc77eb12d33aac\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183675d5c68c184a17758bdfb0823b14\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"03690":"美团-W","09992":"泡泡玛特","01810":"小米集团-W","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199402666","content_text":"一、股票期权成交量7月2日，港股上午盘三大指数集体上涨，恒生指数、国企指数均上涨1.19%，恒指重上23000点上方，恒生科技指数涨0.62%。截止午间收盘，港股期权半日成交超53万张，其中，腾讯控股、泡泡玛特(09992)$期权成交均超6.5万张；阿里巴巴期权成交超4.6万张。二、异动观察小米集团-W涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申\"买入\"评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。美团-W涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上\"公司价值被严重低估\"的表态。此外，湘财证券首次覆盖给予\"增持\"评级，认为公司处于利润修复阶段。","news_type":1,"symbols_score_info":{"03690":2,"01810":2,"09992":2,"00700":2}},"isVote":1,"tweetType":1,"viewCount":252,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}